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HSBC-Link Ethical Global Equity Fund seeks to generate a capital appreciation over the long term and regularly outperform its benchmark, the Dow Jones Islamic Markets (DJIM) Index by investing in carefully selected global equities in compliance with Islamic investment principles.
This fund is suitable if you:
- Seek investment in accordance with Islamic Principles.
- Would like to participate in the growth of global companies around the world.
- Are prepared to take short-term volatility for potentially higher long-term returns.
- The fund invests only in securities that meet international Shariah investment guidelines and has the added feature of dividend purification.
- The Islamic Advisory Board (IAB) guides the management of the fund in terms of investment and operational processes in line with Islamic principles.
- The fund manager implements a broad geographically-diversified strategy along with active equity market selection.
- The portfolio diversification on global markets not only offers more performance opportunities but also lessens the risk of being invested on a single market.
- Benefit from SINOPIA's experience in market valuation using its quantitative models as well as expertise in risk management ensuring consistent performance over time.
- The Fund will invest into HSBC Amanah Funds - HSBC Takaful Global fund, managed by HSBC Investments.
- The HSBC Amanah Funds is an open-ended investment company with an umbrella structure, established in Luxembourg for which HSBC Investment Funds (Luxembourg) S.A. is appointed as the Management Company.
- The fund seeks to generate capital appreciation over the long term through the implementation of an active management strategy.
- The investments will consist of a diversified portfolio of global equities that comply with Islamic investment principles.
You can invest in the HSBC-Link Ethical Global Equity Fund using CPFIS - OA, Cash or SRS.
Your money is not tied to any fixed term when you invest in this fund through our investment-linked policy. You can choose to withdraw your investment at any time*.
You can have unlimited switches between funds available under the investment-linked plans. This is to ensure your portfolio objective is aligned with your investment objective, which may change along the way.
Under the current Singapore tax laws, returns from HSBC-Link Ethical Global Equity Fund are not subjected to income tax.
Your investment can start from as little as S$50 a month or a single contribution of S$9,000.
You can even top-up your investment over time. Speak to our financial planner or appointed distributor to find out more about the fund.
Investor should note that there is no guarantee on the capital and returns. The actual returns depend on the actual performance of the underlying investments.
The past performance of the fund manager is not necessarily indicative of its future performance.
Investor should read the latest fund fact sheet, fund manager's report, fund summary and product summary on investment-linked plans for details before deciding to invest.
This information is subject to change.
This information is not to be regarded as an invitation or recommendation by us to buy the fund. You should seek advice from a qualified adviser.
All contributions received from Takaful participants will be invested strictly in accordance with Islamic principles. The IAB has the full right to inspect or review the books and records of the Takaful business to ensure compliance with Islamic principles.
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Investment Objective
The fund seeks to generate a capital appreciation over the long term and regularly outperform its benchmark, the Dow Jones Islamic Markets (DJIM) Index by investing in carefully selected global equities in compliance with Islamic investment principles.
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HSBC Insurance (Singapore) Pte. Limited |
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29 September 1995 |
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HSBC Investments (Singapore) Limited
(Formerly Deutsche Asset Management (Asia) Limited before 30 November 2007) |
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Dow Jones Islamic Market Index (S$) |
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Singapore Dollar |
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Higher Risk / Broadly Diversified |
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Takaful investment-linked plans
Non-takaful investment-linked plans#
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S$50 Cash
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S$9,000 Cash, CPFIS-OA or SRS |
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$500 per top-up |
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Daily (except weekends and public holidays) |
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"Next Determined" Unit Price |
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Unlimited free switches between funds available under the investment-linked plans |
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* Full or partial withdrawal can be made provided there is enough cash value in your investment-linked policy plan at the time of surrender. Your surrender value will be based on the next determined bid price of the fund. An early termination of the policy will usually involve high costs and the surrender value payable may be less than total contribution paid.
#Please note that only the HSBC-Link Ethical series of investment-linked funds are fully Shariah compliant. If you invest in the HSBC-Link Ethical series of investment-linked funds via non-takaful basic plans, the entire contract will not be deemed a fully Shariah compliant contract as the basic plans do not adhere to Shariah requirements/guidelines.
+ For all Single Contribution (Takaful Asset Manager series) and Recurring Single Contribution (Takaful Anugerah) investment-linked insurance products, bonus units of 2.11% will be given. Net sales charge of 3% applies.
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